Combined online + in-person order queue

Combined online + in-person order queue

I primarily use Square Online, but do occasional events and sometimes have friends/family contact me directly (via text, etc.) to place an order rather than ordering online. I'm looking for a way to have a streamlined order queue that combines both online and in-person orders. 

 

Two scenarios where this comes up:

 

1) Place an order in person for shipment later

I take custom orders at events and would like to be able to record that information through Square. Currently, I've been taking their info and putting it into an invoice. That works OK for tracking contact info and payment, but for fulfillment purposes, I'd like the orders go into the open order queue with the other online orders.

 

2) Place an order from the "back end" 

Sometimes I'll get somebody that texts me a request for an item (custom or not). Again, I'd like to be able to place this order on their behalf so it gets placed into a streamlined order fulfillment queue. 

 

Basically, I'm requesting a manual way to add an open online order that allows for all the details an online order captures (modifiers, variations, etc.) and combines online + back-end placed orders to be in one streamlined working queue for fulfillment.

3 Replies

I also would like the ability to place an order in the back office on behalf of the customer. The order should go in the same queue as online orders and have the capability to include shipping just as if the order had been placed online. Managing these in-person, online, or over-the-phone order requests manually is clunky and slow.

Hello. I'd like to know if there are any new developments for this. I'm still looking for a way to manually add an order to the online order queue. Thank you!

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